Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,117,987
+$575,224 QoQ
Shares Held
23,018
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#884
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026CreativeOne Wealth, LLC holds $8,599,536 across 2 Home Improvement Retail names. HD ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
23,018 | $8,117,987 | |
| 2 | LOW |
Lowes Companies Inc
|
2,184 | $481,549 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,117,987 | 23,018 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $7,542,763 | 22,934 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,959,032 | 23,130 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $9,435,253 | 23,286 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $8,805,959 | 24,018 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $8,292,202 | 22,626 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $9,005,117 | 23,150 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,242,578 | 20,342 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $5,996,315 | 17,419 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,645,869 | 17,325 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,002,795 | 14,436 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $4,435,707 | 14,680 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,870,536 | 15,722 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $5,355,837 | 18,148 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,261,607 | 19,824 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $5,805,501 | 21,039 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $5,080,851 | 18,525 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,624,947 | 15,451 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $8,674,123 | 20,901 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $6,877,703 | 20,952 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $6,265,869 | 19,649 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,287,845 | 17,323 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $3,775,522 | 14,214 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,660,427 | 5,979 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,458,969 | 5,824 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $975,185 | 5,223 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||